We Prospect. You Close.
Most Brokers, TPAs, and Stop-Loss Carriers enter the self-funded conversation too late. Corporate decisions are typically shaped 9-36 months in advance. By Q4, the preferred partner is often already in place and the market is largely unworked.
ProspectingBroker is a year round outreach engine and extension of your team, keeping you consistently in front of decision-makers through disciplined, multi-channel Laser Prospecting. We carry the operational load so you stay ahead of the cycle without adding burden or burnout.
Broker’s Back Office For High-Stakes Deals
2:29 duration
Engagement Levels: Prospecting Broker, Laser Prospecting, Group Prospecting
How We Do It
A typical day, executed for you:
You open your phone, and the day is already moving.
Prospecting Broker logged the calls, captured the notes, and flagged the conversations that matter – recordings included. A new post went live under your name, distributed to your audience via email, and aligned to the message you want the market to associate with you. A report download came in – 50 corporate representatives raised their hand and are now sequenced for follow-up from Prospecting Broker team. An account replied asking for a conversation and is waiting on your availability. And yes – your podcast appearance is confirmed by 4 pm ET.
You may spend the day in renewals, internal issues, or client meetings. Your prospecting day still happened. That is the point.
1
General outreach and Laser-Focused outreach
General outreach keeps you present in the market: it reinforces positioning, distributes your key messages, supports renewal confidence, and creates “familiarity” long before a buyer is ready to move. It also plants the early groundwork for next-year opportunities – quietly, consistently, and on schedule.
Laser Prospecting is the concentrated work. We select 30 priority accounts that can materially change your organization – moving you into a higher client-size category, opening a new industry, elevating brand positioning, or closing a defined financial gap. Each account receives a dedicated Deal Management from Prospecting Broker. Learn about Laser Prospecting >>
2
Follow-Up that holds under long cycles
A deal for us is a managed progression. We do not “check in.” We run a Deal Flow. For each priority account, we map the structure of the deal – who decides, who influences, company profile, industry context, competitors, the incumbent and last known deal dynamics, the “internal deal advocate” profile, a healthcare plan review and additional intelligence required to run a precise approach.
The result is controlled momentum across long cycles, so the account moves forward on purpose, not by luck or last-minute urgency.
3
RUN
SALES
SIMULATION
Got a target revenue in mind? Turn it into a step-by-step action plan with our Prospecting Calculator. In seconds, you’ll see your future numbers, the deals you could unlock, and how sticking to the right targets reshapes your entire business.
Book
CLICK HERE >> to access a powerful playbook that shows you how to read every prospect’s mindset, smash through resistance to change, and unlock a clear vision of your brokerage’s future.
Download the first 50 pages of the book with insights on two types of B2B prospects you’ll ever meet in a corporate sector, and the hidden transition of change.
Webinar
Master Plan To Prospect For 100+ Life Groups
In 2025 And Beyond
Reaching out to 100+ life groups takes as much time, energy and work as smaller groups. But most brokers never dare to prospect bigger…
Register for the live webinar and discover how to tweak your outreach strategy and get noticed by high-level companies.
Meet Margo White
Every idea has a story. Discover the path, the moments, and the insights that shaped the voice behind Prospecting Broker’s philosophy.
CHECKLIST: Package Your Consulting Services
Stop being the free sample. If you’re still giving away advice and hoping someone calls you back, it’s time to shift. Grab the Package Your Consulting Services Checklist and learn how to turn your expertise into a paid, premium offer that commands respect and closes real deals.
VIDEO TRAINING:The Voicemail Script
We pulled 12 minutes of pure nuggets from our 90-minute conversation “Mastering the Beep: The Lost Art of the Broker Voicemail” [John Clay, Better Source Benefits | Margo White, Prospecting Broker].
Get Access
Trusted by the best players of the market 
And then we thought: what if we make prospecting fun?
When your call is expected, there is no room for procrastination.
ProspectingBroker is the first one to break the wall of silence between you and your prospects, so you would experience only positive emotions from the first outreach.
Coming Soon
Watch your prospecting back office perform in real time
- Content calendar and publishing timeline
- Live update on the calls made by Prospecting Broker
- Lead notifications – both in-app and via WhatsApp
- Daily tasks, reporting on outreach performance
Stand strong against the big box
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Carve your niche. Use strategy, not scale, to dominate a defined market segment where corporate giants can’t compete.
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Outthink their budgets. Replace bureaucracy with precision prospecting – fewer leads, stronger deals, measurable ROI.
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Deliver what they can’t. Custom insight, faster response, real human strategy – not templates and pipelines.
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Build authority. Position yourself as the trusted specialist clients turn to when the “big names” stop listening.
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Win by design. The Prospecting Broker system turns independent brokers into indispensable partners – smarter, leaner, and stronger than any Big Box player.
Choose Your Service Package
No kidding. The whole marketing team guided by a professional in brokerage business, for the price of one employee’s salary.
30 Days. Full Access. Full Refund If You’re Not Impressed.
Save 20%
Prospecting Broker
$3,7k/ month
- Lead Search / 500 Leads /Year
- 4 Email Blasts/Month
- 2 Webinars/Month
- 2 Lead Magnets/Month
- Content DNA* Roadmap & Strategy Design
- Individually Designed First Call Script
- Individually Designed First Meeting Script
- 200 Dials/Month
- 4 Individual Coaching Calls With Margo White
- 8 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WhatsApp / Daily
- PERSONAL BRANDING PACKAGE
*30-day money-back guarantee >>
Laser-Prospecting
$8,2k/ month
- Everything in “Prospecting Broker”
- LASER-PROSPECTING FOR 30 COMPANIES (100+ LIFE GROUPS), INDIVIDUAL STRATEGY, HIGH CONVERSION RATE.
- Double Marketing Activity For Q4 (2x Prospecting For 3 Months), Including:
- +4 email blasts / Month
- + 2 Webinars / Month
- +2 Lead Magnets / Month
- +300 Dials / Month
- +8 Short Videos For Social Media Platforms / Month
- ADVANCED PERSONAL BRANDING PACKAGE
*30-day money-back guarantee >>
Group Prospecting
$15k/ month
- Lead Search 2000 Targeted Broker Leads/Year
- 8 Email Blasts / Month
- 2 Webinars / Month
- 4 Lead Magnets / Month
- 44 Laser Prospecting Calls To Brokers (done by M.White)
- 220 Cold Calls To Brokers (done by sales reps)
- Individual Presentation For every Broker Meeting
- Up To 500 Lead Follow-Up Dials
- 8 Individual Coaching Calls
- 16 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WatsApp
- CORPORATE BRANDING PACKAGE
**Marketing support for TPAs, Stop-Loss Groups, and Insurance Companies.
Prospecting Broker
$3k/ month
- Lead Search / 500 Leads /Year
- 4 Email Blasts/Month
- 2 Webinars/Month
- 2 Lead Magnets/Month
- Content DNA* Roadmap & Strategy Design
- Individually Designed First Call Script
- Individually Designed First Meeting Script
- 200 Dials/Month
- 4 Individual Coaching Calls With Margo White
- 8 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WhatsApp / Daily
- PERSONAL BRANDING PACKAGE
Laser-Prospecting
$6,5k/ month
- Everything in “Prospecting Broker”
- LASER-PROSPECTING FOR 20 COMPANIES (200+ LIFE GROUPS), INDIVIDUAL STRATEGY, HIGH CONVERSION RATE.
- Double Marketing Activity For Q4 (2x Prospecting For 3 Months), Including:
- +4 email blasts / Month
- + 3 Webinars / Month
- +3 Lead Magnets / Month
- +400 Cold Dials / Month
- +8 Short Videos For Social Media Platforms / Month
- ADVANCED PERSONAL BRANDING PACKAGE
Group Prospecting
$12k/ month
- Lead Search 3000 Targeted Broker Leads/Year
- 8 Email Blasts / Month
- 2 Webinars / Month
- 4 Lead Magnets / Month
- 44 Laser Prospecting Calls To Brokers (done by M.White)
- 220 Cold Calls To Brokers (done by sales reps)
- Individual Presentation For every Broker Meeting
- Up To 500 Lead Follow-Up Dials
- 8 Individual Coaching Calls
- 16 Short Videos For Social Media Platforms
- “Hot Leads” Notifications On WatsApp
- CORPORATE BRANDING PACKAGE
**Marketing support for TPAs, Stop-Loss Groups, and Insurance Companies.
Request a Full-Cycle Prospecting Plan First
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Invite-Only Broker Community
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Scale your brokerage business
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Start closing 100+ life groups
Frequently asked questions
What is Laser-Prospecting?
Laser-Prospecting is a structured deal system. Each target prospect gets its own file: every call note, meeting script, and piece of data organized like an investor’s portfolio. Brokers learn to study each company’s current stage – not just whether they said “yes” or “no,” but why they’re there, and adjust strategy accordingly. “No” isn’t final; it’s feedback. Through deep research and consistent follow-up, brokers work each deal over 12–18 months until timing, mindset, and value align. It’s how real professionals turn long cycles into predictable wins.
How Do I Enroll In The Program?
Enrollment starts with a short application on this page – it takes less than one minute. Once submitted, the Prospecting Broker team reviews your profile to ensure there’s a strategic fit.
Because our work isn’t automated – it involves manual research, strategy development, staff allocation, customized outreach, and live assistance – we only accept 10 new clients per month. This allows us to maintain quality and fully support each broker’s execution.
If all spots for the current month are filled, you’ll be offered early enrollment for the next cycle, along with a priority discount as a thank-you for your patience.
Do You Offer a Free Trial?
We don’t offer a traditional “free trial,” because what we do isn’t software, it’s hands-on work. In the first 30 days, you’ll already have your strategy designed, your Top 30 list built, your outreach in motion, and real calls happening with prospects.
That’s why we back it with a 30-day money-back guarantee instead. If you don’t see the value or don’t feel it’s the right fit, you get your money back – no risk, no fine print.
